中软国际 - 行业专属 AI 智能体业务扩张；2025 年上半年业绩好于担忧；中性评级

26 August 2025 | 11:22PM HKT Chinasoft Intl (0354.HK): Industry-specific AI Agent in expansion; 1H25 better than feared; Neutral We are positive on Chinasoft Intl's leading position in IT services and close partnership with Huawei, deploying Huawei's products across: Harmony OS, Huawei Cloud, Ascend computing power mgmt., MetaERP, etc. The company's business expansion to intelligent cloud services and solutions, driven by generative AI, driving its GM recovery: (1) offers full-scenario AI strategy to drive ...